DFX Intelligence

H••••••• F••••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

H••••••• F••••••••• I•••

CRD 142238

ATLANTA, GA

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Search this name across graphsid dfx:ria:80820e38-254e-5429-1017-1e3b49b37644

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 1
Observed: Dec 5, 2011 to Jun 15, 2026
52 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

H••••••• F••••••••• I•••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.03 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $452M••• Locked
Discretionary RAUM: $428M
Private client RAUM: $410Mderived••• Locked
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $151Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R•••••• E• H•••••••	Certified Financial Planner	ATLANTA, GA	18	23	2	no
A•••••••• J•••••• J••••••	n/a	ATLANTA, GA	1	13

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
H• F•• I••••• F••• I•• L••	Real Estate Fund	$8.7M	Dec 12, 2024	34	Nov 11, 2020	reported	021-380090
H• E•••••• I••••• F•••• L••	Other Private Fund	$8.3M	Dec 17, 2021

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H•••••••• R••••••• E•	PRESIDENT / CHIEF COMPLIANCE OFFICER	E	yes	10/2006	Dec 5, 2011	Dec 12, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R•••••• E• H•••••••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$452M	$379M	19.0%	$311M	13.3%	5	6	0	0

Relationships

Registered with (5)

← S•••• R•••••• L••Advisorregistration: current employment
Mar 2, 2026 to presentfactForm ADV
← A•••••••• J•••••• J••••••Advisorregistration: current employment
Apr 24, 2025 to presentfactForm ADV
← R•••••• E• H•••••••Advisorregistration: previous registration
Nov 13, 2007 to Dec 31, 2007factForm ADV
← H••• G••• A•••

Dated events

Occurred
Dec 11, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 29, 2022
Control person left
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80820e38-254e-5429-1017-1e3b49b37644
First observed: Dec 5, 2011
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.